See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,918 | $59,805+80.5% | $79,550+35.7% | $68,494+57.6% |
| Participation rate | 69.3% | 61.1%+8.3pp | 69.5%-0.2pp | 67.9%+1.4pp |
| Annual return | -16.69% | -12.30%-4.4pp | 0.16%-16.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,318 | $1,505-12.4% | $2,413-45.4% | $2,596-49.2% |
| Participant deferral / active EE | $4,217 | $3,024+39.5% | $3,985+5.8% | $4,027+4.7% |
| Admin fee / account holder | $108 | $4,835-97.8% | $6,832-98.4% | $5,403-98.0% |